Davy Private Clients Insights

Insights

As part of our wealth management service, Davy Private Clients produces a range of publications to provide clients with insights and analysis of economic, investment and financial planning issues & events which impact on both the global economy and individual portfolios.
editorial List

Brands: Pricing Power

Where is the next big opportunity for market-leading branded goods?

Investment Themes January 2016
BY David Hillery
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America: The Empire Strikes Back

Investors looking to gain exposure to the US recovery should focus on companies that are levered to the domestic economy.

Investment Themes January 2016
BY David Hillery
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Equity Style Investing: Diversification Across Investment Styles

Combining investment styles that behave differently under different economic conditions is crucially important in building a diversified portfolio. This article and video from Killian Buckley, Senior Investment Analyst, summarise our ‘Guide to Equity Style Investing’ which lists the most commonly applied styles of equity investing and the market environments that are favourable to each.

Investment Themes January 2016
BY Killian Buckley
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Start as you mean to go on

We’re headed into a New Year and with that comes a fresh start, so there’s no time like the present to begin talking with your kids about money.

Cents for Kids December 2015
BY Marah Curtin
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Will emerging markets derail the global recovery?

The recent slowdown in many Emerging Market (EM) economies like China, Brazil and Russia, has led to questions about whether the recent weakness in the developing world could derail the global recovery. In this article, by drawing on historical examples of EM crises from around the world, David Collins, Investment Strategist explores the topic.

Investing Insights November 2015
BY David Collins
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Spanish Elections 2015: No Left Turn

For much of 2015, the Greek political situation dominated global headlines as the Syriza party came to power. The fear had been that we would see a leftist contagion into larger European economies. On 20th December the Spanish electorate will be called on to decide the fate of their next government, with the likelihood of the Podemos party taking power dramatically decreased. In this article, Alan Werlau, Senior Investment Strategist, looks at the decisions facing Spanish voters.

Investing Insights November 2015
BY Alan Werlau
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Ireland 2020: Planning for the Future

The current coalition parties in government have been praised for their management of the economy and public finances during the recession, pushing through difficult reforms and implementing a successful growth strategy attracting foreign direct investment. In this focus article, Chief Economist Conall Mac Coille looks at what issues need to be addressed if we are to have an economy fit for the 21st century.

MarketWatch October 2015
BY Conall Mac Coille
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Interview: Election 2016

Robbie Kelleher, Senior Investment Strategist at Davy, interviewed David Farrell, Professor of Politics at University College Dublin, to get his views on the political landscape in Ireland and an insight into his thoughts on the next general election.

MarketWatch October 2015
BY Robbie Kelleher
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Managing Emotions During Market Sell-Offs

The recent equity market sell-off and heightened volatility have led investors to question their allocations to equities. Eoin Corcoran, Head of Portfolio Construction, looks at the long-term evidence of this and offers some recommendations for investors.

MarketWatch October 2015
BY Eoin Corcoran
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Equities: The Great Fall of China

The collapse of the Chinese stock market over the summer has unnerved investors. David Hillery, Investment Strategist, looks at the background to the crash, whether it's a sign of worse things to come and what it means for the rest of the world.

MarketWatch October 2015
BY David Hillery
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